Assets by plan
Share of aggregate retirement assets
70%top
Sponsor portfolio
MIKE WU O D P C
EIN 27-0023350Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$896K assets
Welfare
0
Participants
40
3901 W COSTCO DR - TUCSON, AZ 85741520-241-8537
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $896K assets / 40 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MIKE WU O D P C 401K
401k
Assets$626K
Participants25
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
MIKE WU OD PC CASH BALANCE PLAN
CashBalance
Assets$270K
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MIKE WU O D P C 401K | 401k | $626K | 25 | 2025 | |
| 002 | MIKE WU OD PC CASH BALANCE PLAN | CashBalance | $270K | 15 | 2025 |
Retirement plans